I looked at Super Micro Storage Summit & MICRON, Andrey Kudryavtsev, manager Developments
$Micron Technology (MU.US)$ So, Great story for Micron. The Micron "CXL" enables higher GPU’s utilization. Higher throughput, faster task completion times for AI and ML Workloads. Medical gene Matching, increased memory capacity and increased memory bandwith.
As I said earlier, Micron is way ahead of its time. Perhaps due to the latest ASML QUANTUM LITHOGRAPHY MACHINE and presence in Imec Laboratory University Belgium, 5000 researchers and engineers. Give it time ![]()
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Shroomie : yup.. look at that dump lol
Money Thrill OP Shroomie : That's is not what i am saying, Wrong interpretation? It was specially for $Micron Technology (MU.US)$ not for Super Micro Computer??? Because there are making, i suppose , the most advanced memory-intensive chips for future that shall double revenue next year!![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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And that is so ... also lol
Shroomie Money Thrill OP : I have a long position here... great future potential, though, they are having delays with building their additional complexes with environmental impact reports, etc
Money Thrill OP : Very clever, but that i don't know, good to mention. The ASML machine is the size of a bus. Their contract with imec has been extended for 3 years, but what they do is secret, but I know that here chips have already been made that will only be make by companies in 2039. Very different structures with much less leakage currents. Those are big investments and I suspect Micron is working secretly on that? I'm going to visit imec, only 100 km from me .![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Photo imec, 5000 engineers, who is here? Nvidia, ASML, Intel, TSMC, SAMSUNG, almost whole World and secretly ![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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Money Thrill OP : In dutch but so you see "the Clean Room" and chips "high performance" already for 2039 ! And new structures of Memory chips for AI [010101010 Change]. People do not know this amazing Future?
Nano Electronica laboratory. The Greatest in World
https://youtu.be/-xL5v-j7KnM?si=9y-9lAmXVkd3awmb via @YouTube
Master K Money Thrill OP : All this is great, but the damn stock price has only been going down since the last ER. I’m forced to stay long to avoid converting my paper loss to a real one.
Money Thrill OP : Not at all a problem because you never know but next year the price shall double, have some patience but not always easy ... also for me. I have a time horizon 3 to 5 years.
Master K : Really hope you are right. Have quite a bit invested here.
Shroomie Money Thrill OP : yup, I have 800 shares of this company ... so this drop is just shaving off thousands lol..